Institutional Ownership Ishares Msci Usa Min Vol Facto (USMV)
This table provides information about the institutional ownership of Ishares Msci Usa Min Vol Facto (USMV). We have compiled data on the 1,484 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
1,276,772
shares
|
$120 Million
1.04% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
1,261,838
shares
|
$119 Million
1.6% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,216,943
shares
|
$115 Million
0.15% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,207,696
shares
|
$114 Million
1.18% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,173,603
shares
|
$111 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,173,137
shares
|
$111 Million
0.18% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,152,638
shares
|
$109 Million
2.13% of portfolio
|
Q3 2022
Added 40.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,088,494
shares
|
$103 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
1,086,372
shares
|
$102 Million
18.37% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
1,072,213
shares
|
$101 Million
2.79% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
913,087
shares
|
$86 Million
2.31% of portfolio
|
Q4 2023
Reduced 6.89%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
907,287
shares
|
$85.5 Million
2.33% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
901,586
shares
|
$84.9 Million
1.19% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
898,946
shares
|
$84.7 Million
0.1% of portfolio
|
Q3 2025
Added 62.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
896,171
shares
|
$84.4 Million
0.19% of portfolio
|
Q3 2023
Reduced 5.92%
|
|
|
Junto Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
894,548
shares
|
$84.3 Million
1.85% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
887,948
shares
|
$83.6 Million
1.08% of portfolio
|
Q2 2023
Added 24.8%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
866,788
shares
|
$81.7 Million
0.06% of portfolio
|
Q3 2025
Added 19.67%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
784,525
shares
|
$73.9 Million
0.22% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
780,361
shares
|
$73.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
760,024
shares
|
$71.6 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
750,182
shares
|
$70.7 Million
2.7% of portfolio
|
Q2 2023
Reduced 27.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
704,580
shares
|
$66.4 Million
0.4% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
673,550
shares
|
$63.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
655,308
shares
|
$61.7 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.48%
|
|